Ancora Advisors’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Ancora Advisors’s Portfolio FV Stock Details FV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.4K	Hold	400	–	–	﹤0.01%	1206
2026 Q1	$24.2K	Hold	400	–	–	﹤0.01%	1458
2025 Q4	$25.2K	Hold	400	–	–	﹤0.01%	1450
2025 Q3	$24.8K	Hold	400	–	–	﹤0.01%	1189
2025 Q2	$23.7K	Hold	400	–	–	﹤0.01%	1193
2025 Q1	$21.9K	Sell	400 -900	-69%	-$53.4K	﹤0.01%	1178
2024 Q4	$76.8K	Buy	1,300 +100	+8%	+$5.99K	﹤0.01%	911
2024 Q3	$69.9K	Hold	1,200	–	–	﹤0.01%	911
2024 Q2	$68.7K	Hold	1,200	–	–	﹤0.01%	881
2024 Q1	$68.7K	Hold	1,200	–	–	﹤0.01%	883
2023 Q4	$61.9K	Hold	1,200	–	–	﹤0.01%	891
2023 Q3	$53.2K	Hold	1,200	–	–	﹤0.01%	900
2023 Q2	$56.3K	Hold	1,200	–	–	﹤0.01%	885
2023 Q1	$54.1K	Hold	1,200	–	–	﹤0.01%	893
2022 Q4	$56K	Hold	1,200	–	–	﹤0.01%	943
2022 Q3	$49K	Hold	1,200	–	–	﹤0.01%	1088
2022 Q2	$50K	Hold	1,200	–	–	﹤0.01%	1157
2022 Q1	$57K	Hold	1,200	–	–	﹤0.01%	1193
2021 Q4	$59K	Hold	1,200	–	–	﹤0.01%	1187
2021 Q3	$55K	Hold	1,200	–	–	﹤0.01%	1156
2021 Q2	$57K	Hold	1,200	–	–	﹤0.01%	1059
2021 Q1	$54K	Hold	1,200	–	–	﹤0.01%	1031
2020 Q4	$49K	Sell	1,200 -22,754	-95%	-$853K	﹤0.01%	884
2020 Q3	$3.62M	Sell	23,954 -324	-1%	-$11K	0.14%	162
2020 Q2	$3.91M	Buy	24,278 +23,078	+1,923%	+$699K	0.16%	142
2020 Q1	$31K	Hold	1,200	–	–	﹤0.01%	979
2019 Q4	$38K	Buy	+1,200	New	+$36.4K	﹤0.01%	952
2018 Q4	–	Sell	-2,250	Closed	-$70K	–	831
2018 Q3	$70K	Buy	+2,250	New	+$69.3K	﹤0.01%	830
2017 Q1	–	Sell	-1,750	Closed	-$41K	–	783
2016 Q4	$41K	Buy	+1,750	New	+$39.9K	﹤0.01%	809

Other funds holding FV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Ancora Advisors's FV Position: Q2 2026 in Review

Ancora Advisors held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q2 2026 at 400 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Ancora Advisors first reported a position in FV in Q4 2016 and has held it in 29 quarters since. The position peaked at $3.91M in Q2 2020. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Ancora Advisors held 400 shares of First Trust Dorsey Wright Focus 5 ETF worth $30.4K as of Q2 2026.
Ancora Advisors left its First Trust Dorsey Wright Focus 5 ETF share count unchanged in Q2 2026.
First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1206 holding.
Ancora Advisors first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2016 and has held it in 29 quarters since.
Ancora Advisors's First Trust Dorsey Wright Focus 5 ETF position peaked at $3.91M in Q2 2020.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.